ALA Midwinter 2013: Learning to Transform Communities One Panel Discussion at a Time

January 30, 2013

“The conversation starts out in Seattle” turns out to have been far more than an ephemeral marketing slogan for those of us lucky enough to attend even part of the American Library Association (ALA) 2013 Midwinter meeting that ran from Friday, January 25 – Tuesday, January 29; it was an inspiring call to action that extends far beyond the conference site and the libraries represented there.

ALA_Midwinter_2013We had plenty of opportunities to catch up with colleagues, reflect upon how easy it is to explore and act upon the big ideas that we so rarely take the time to ponder, and be present at numerous activities focused on an effort to promote positive change through collaboration in our extended onsite-online world: ALA President Maureen Sullivan’s presidential initiative, “Promise of Libraries Transforming Communities.”

The interactive presentations began Saturday morning with a panel discussion that Sullivan moderated. Panelists included Richard Harwood, founder and president of the Harwood Institute for Public Innovation; Tim Henkel, president and CEO of Spokane County United Way; and Carlton Sears, past director at Public Library of Youngstown and Mahoning County and certified coach with the Harwood Institute—and it only took a few minutes for Harwood to get us going by reminding us that to move our country forward, we need to find ways in communities to get things done.

Furthermore, he suggested, we need to restore a sense of belief in ourselves and forge the sort of meaningful relationships that foster positive change at the local, regional, and national level. Libraries, he continued, are uniquely positioned to support community development—an idea we’ve seen repeatedly in reports ranging from the Urban Libraries Council study “Making Cities Stronger” (2007) and the “benefit study” published by the Friends of the San Francisco Public Library that same year to the resources compiled online by Iowa Library Services, to cite just a few of the resources available to us. Libraries across the country are already doing great work, he acknowledged, and there’s room to do even more.

Sears was equally direct in praising libraries for what they are accomplishing, and stressed the need for “authentic” engagement within the communities they serve. Involvement, he said, begins with a simple question: “What kind of community do you want?” Because work done by community activists tends to spread, he said he thinks of is “as a virus—but a good one!”—and he seemed committed to nurturing the spread of that particular virus.

In the end, Harwood agreed, we’re all in this because we believe in communities, and it’s clear that attendees at that initial session were ready to return home after the conference concluded so they could use the tools and resources provided during the Promise of Libraries Transforming Communities sessions.

Harwood--Work_of_HopeSullivan, Harwood, and the other panelists left us with plenty of great resources; those interested in exploring his work can access a free online version of his book The Work of Hope: How Individuals Can Authentically Do Good from the Harwood website. There is also additional coverage of the panel discussion available in American Libraries online. Three other onsite programs continued the discussion: “Community Engagement Conversation: The Work of Hope”; “Community Engagement Conversation: Appreciative Inquiry—The Library in the Community”; and “Community Engagement Conversation: Change in the Community, Change in ALA.”

Abundant Community advocate Peter Block was also onsite for a program drawing upon Community: The Structure of Belonging, the book he co-wrote with John McKnight.

The groundwork has been laid, the challenge issued. Now it’s up to those of us inspired by Sullivan, Harwood, Block, and the others to spread the word, dive in as advocates, and help nurture the promise that libraries and other community-based organizations and initiatives offer.


Training, Technology, and Grand Juries

August 10, 2012

A grand jury’s conclusion that “San Francisco’s City Technology Needs a Culture Shock” inadvertently points toward opportunities for those of us involved in workplace learning and performance (staff training) endeavors regardless of where we are living.

“Déjà Vu All Over Again,” the recently-released City and County of San Francisco Civil Grand Jury report, documents the deplorable state of technology coordination and usage at the local government level. And this clearly is not a new or local issue; those of us who follow tech news have seen numerous examples of how our colleagues in government struggle—or don’t even attempt—to effectively incorporate the use of available technology into the workplace to better serve constituents. Think of the situation that led to the formation of the United States Department of Homeland Security when it was clear that the FBI, CIA, and others were far from up to date in their use of effective communication tools and practices. Or think of the sort of reports that have consistently documented the need for tech upgrades at the national level over the past decade or two. And think of what we see among our own workplace learning and performance colleagues if they still haven’t begun to build upon the practices documented by Tony Bingham and Marcia Conner in The New Social Learning, in the American Society for Training & Development (ASTD) Social Media Toolkit for ASTD Chapter Leaders, or the other resources that continue to come our way on a regular basis.

While the San Francisco Civil Grand Jury report deals primarily with the situation here in San Francisco at a high-level administrative level (the fact that seven different email systems are in use among City/County departments, for example), it also speaks to anyone involved in training-teaching-learning through its occasional—and, unfortunately, infrequent—references to the need for staff training. The fact is, the report is heavy on identifying and criticizing political leaders and chief information officers throughout the City and County of San Francisco for not working more cohesively and collaboratively to meet the tech challenges that face many of us on a daily basis, but is light on acknowledging the role teacher-trainer-learners might be playing in remedying the problems identified within the report and better preparing managers and employees to use the tech tools at their disposal.

Sparse references to providing training or staffing help desks means that the focus here remains on the acquisition of tech systems while underplaying the importance of assuring that those tasked with using those systems are prepared to fully incorporate them into the work of serving constituents.

And this is where I believe we can all be doing better in being part of the solution. We need to continue carving out the time to be technologically literate. We need to be playing more of a leadership role in our organizations to help determine the learning course of those organizations rather than just working to implement what others have, for better or for worse, determined are our workplace learning and performance priorities. We need to be collaborating even more effectively than we already are through our professional associations, through the onsite and online learning opportunities that we often ignore because we just can’t seem to make the time to take advantage of them. And we need to be positioning ourselves—to the benefit of our organizations and those they serve, not just for self-promotion—in ways that show we should and can be key players in making decisions that help resolve the sort of tech (and learning) deficiencies that are at the center of that grand jury report.

If we continue advocating for creative, cost-effective ways to support our colleagues to meet their learning needs, we provide the foundations for the sort of tech-savvy workforce that, as ASTD so often says, creates a world that works better. If, through our own training-teaching-learning efforts, we provide examples of how this can be accomplished, we become part of the solution. And, if we’re lucky, we help nurture exactly the sort of culture shock that San Francisco and other municipalities so clearly need in a world where change and learning are constant.


Leading and Participating Effectively (Pt. 2 of 2): Mark Samuel on Making Ourselves Indispensable

July 30, 2012

We could easily make the mistake of thinking that Mark Samuel’s thoughtful and thought-provoking book Making Yourself Indispensable is all about us. But we don’t, as trainer-teacher-learners who need to be playing leadership roles in the organizations we serve, have to move very far into his work to see that Samuel has his sights on more than individual endeavors—and his well-received presentation on the topic for ASTD Orange County Chapter members last month shows that his message resonates with our colleagues.

You are “not indispensable unless you use your gifts and principles in service to other people’s success, improvement, or survival,” Samuel suggests (p. 13), and it’s a theme that makes what otherwise could have been a very self-centered endeavor take on much greater importance for all of us and those we serve.

If, in fact, we move directly from the book surveyed in the first of these two articles (Eli Mina’s 101 Boardroom Problems [and How to Solve Them])–a book that helps us understand the structure behind effectively facilitating meetings and dealing effectively with leadership issues—into Samuel’s exploration of how our actions to support the organizations we serve can foster results that go far beyond what any of us can accomplish alone, we have two interdependent points of view that effectively help us understand how the act of embracing and encouraging interdependence makes us—and our organizations—indispensable.

Samuel’s work is centered on a personal accountability model. He first takes us through what he calls “the victim loop,” where we ignore and deny problems; blame others for situations we ourselves could be correcting; rationalize actions or situations we could be changing; resist change; or simply hide from what we need to be addressing. He then offers an accountability loop that begins with us recognizing and owning situations requiring our attention and action; forgiving ourselves and others for what has not already been done; and engaging in a level of self-examination that leads to effective learning which, in turn, produces action.

“Truly playing big is about using your talents and gifts in service to a cause greater than yourself,” he reminds us repeatedly. “Playing big is linked to your purpose” (p. 26)—an action that he quickly connects back to the path that allows any of us to serve as leaders “regardless of your position” (p. 42).

The theme of interdependence is never far from the surface here. In fact, it’s an essential part of being successful and fostering success within an organization: “Ask for assistance!” he insists (p. 94), and remember that in sharing our unresolved challenges, we may learn from the success stories that colleagues will offer as guidance in our moments of need—a practice encouraged in ASTD through the Sharing Our Success program for chapter leaders.

One of Samuel’s greatest achievements in the book is his effective use of anecdotes that help us viscerally understand the points he makes—a practice that extends to an admission that he almost lost his own thriving business by ignoring the very lessons he had been helping others to absorb. We can’t help but appreciate and learn from his frank discussion of the situation: “It didn’t matter how many times I had taught the Personal Accountability Model; I was now immersed in my humanness and experiencing all of the pain and suffering that comes from victimization.” We certainly walk away from that particular sharing-our-lack-of-success story inspired by how much his own self-examination and honesty shows that we, too, can make a positive difference if we’re willing to learn and take action rather than succumbing to the lethargy that at one time or another threatens every one of us.

Trainer-teacher-learners also can’t help but react positively to Samuel’s focus, late in the book, to how much the learning process is part of our efforts to be indispensable in the terms outlined in this book. Beginning with writer-futurist Alvin Toffler’s assertion that “The illiterate of the 21st century will not be those who cannot read or write, but those who cannot learn, unlearn and relearn,” Samuel reminds us that we need to continue learning—and implementing what we learn—rather than hiding behind timeworn clichés about how we’re doing what we do simply because that’s the way things have always been done.

“Learning,” he suggests, is “the outcome of every relationship we are in and every action we take” (p. 161); if we approach our relationships with the spirit of teaching-training-learning that is at the heart of all we do, we’re likely to reach one of the many useful conclusions Samuel offers: “Being indispensable doesn’t start and stop with whatever job you are currently in. It is a lasting state based on the value you represent to others” (p. 115).

Ultimately, he concludes, we find an ironic guiding principle to making ourselves indispensable: “…you gain your independence not when you act in your own best interest but when you realize your interdependence and act in a way that serves both others and yourself” (p. 210).  And if that makes us more cognizant of the value of both leading and participating in the meetings and other activities that comprise so much of our work day, we will be well on our way to having more successes to share.


Leading and Participating Effectively (Pt. 1 of 2): Eli Mina on 101 Boardroom Problems [and How to Solve Them]

July 24, 2012

Reading Eli Mina’s 101 Boardroom Problems [and How to Solve Them] leaves us with the impression that he has seen it all. Or, if he hasn’t, that he has the wonderful breadth and depth of experience to help us see the challenges of leadership so we can recognize and resolve them when we are running meetings.

Mina—a clear, concise, and thoughtful writer whose decades of consulting experience makes him a valuable resource for any trainer-teacher-learner serving as a leader within an organization—leads us through the sort of structural overview of organizations that help us anticipate and prevent problems effectively. He also, through his 101 brief case studies with summaries of potential damage and recommended interventions, takes us where we need to be with the best teaching-training technique we know: effective storytelling.

The structure of the book itself makes it an essential primer and refresher for anyone conducting business through meetings. From start to finish, in 10 chapters, he takes us through a variety of situations beginning with faulty direction and governance/structural issues within organizations; explores situations involving ethical and procedural issues; provides scenarios and solutions involving problematic board members, ineffective board chairs, and dysfunctional boards; then circles back to the larger picture with chapters on unproductive board meetings, flawed interactions with management, and flawed interactions with the communities we serve.

There’s a gentle spirit at play throughout this book: “Consider this thought,” he counsels us in his introduction. “Never attribute to malice what can be attributed to misunderstandings, a lack of knowledge, or systemic weaknesses. Even if you are certain that someone is acting maliciously, it is more productive to examine the systemic deficiencies that may be the root causes of a specific Boardroom problem. Only then can lasting solutions be found.”

Which is not to say that Mina can’t and won’t be blunt in his advice when the situation merits it. Faced with digressions that threaten to derail the decision-making process, Mina suggests that we be direct and use phrases along the lines of “‘Can we please get back to the agenda?’ or ‘We need to focus on the core issue…’” rather than trying to spare participants’ feelings to the detriment of a group’s ability to accomplish what it needs to accomplish.

The real value of the book is that it’s driven by a clearly-defined philosophy: “An effective Board generates quality decisions, together, and within a reasonable amount of time,” Mina proposes in words that can serve us well in any meeting, not just the board meetings which are the focus of his book. And he consistently guides us through the process of implementing that philosophy by returning to the need for openness and transparency in the way we conduct business; reminding us that mediocrity and dysfunctional or unethical behavior has no place in our decision-making process; and insisting that impediments to effective decision-making need to be addressed rather than ignored.

A particularly interesting and helpful remark is offered in the context of meetings where participants are seen—or see themselves—as representing a particular constituency’s point of view and therefore feel compelled to vote as directed by members of that constituency: “When it comes to voting, Board members should vote with the organization’s interests placed ahead of any other interests, even if their constituent units expressed a strong desire that they vote differently or even ordered them to do so,” he writes.

It’s through this level of advice that Mina provides the strongest guidance to any of us involved in accepting leadership roles within the organizations we agree to serve. He is, at once, reminding us that leaders listen to those they represent as well as to others who presumably have the best interests of the organizations in mind, weigh all pertinent information, and ultimately vote in a manner consistent with an organization’s mission, vision, and value statements; its goals and objectives; and the needs of those it exists to serve. We may not win re-election or reappointment during fractious times, but at least we know we met our greatest responsibility: to put the interests of the organization and its constituents at the forefront of our thoughts each time we act to meet the responsibilities with which we’ve been entrusted.

Next: Mark Samuel on Making Ourselves Indispensible


ALA Annual Conference 2012: When Learners Create Learning Objects

June 26, 2012

Put a group of trainer-teacher-learners into a room, and you’ll quickly see barriers dissolve and information flow, as happened yesterday during an ALA Learning Round Table “Nuts and Bolts of Staff Training” discussion here in Anaheim at the American Library Association (ALA) Annual Conference.

Facilitators Maurice Coleman and Sandra Smith, who serve on the Learning Round Table board of directors, facilitated a 90-minute session that informally took participants through a start-to-finish tour of problems and solutions in workplace learning and performance (staff training) programs. And most of the solutions came from participants themselves as experienced colleagues shared ideas and resources with those new to the profession—and those relatively new to the profession quickly learned that they had plenty to contribute through the questions that they raised and the suggestions they themselves contributed.

The session also served as a good example of facilitated and experiential learning. Participants initially identified key challenges they face in their workplace learning and performance programs. That exercise helped establish the start-to-finish overview: how to successfully manage programs with a one- or two-member training department; identify and respond to the needs of different learners (including those with diverse cultural backgrounds); choose the tech tools that allow us to manage course offerings, registration, course content, and feedback through evaluations; make learning accessible to learners; deliver effective learning opportunities; and decide how to effectively manage the evaluation process.

Attempting to tweet the responses provided a learning opportunity in and of itself: how to create a learning object from learners’ class discussions as documented through a Twitter feed in TweetChat. By capturing comments in 140-character summaries, we were able to produce the Twitter feed (available at @trainersleaders for June 25, 2012) that participants can review, and I’ve also written this article in the hope that it can alone as a useable lesson/summary of best practices cited by active trainer-teacher learners.

Several samples from the twitter feed, edited and expanded since we are not constrained by the 140-character limit in this posting, are offered here:

  • To be an effective trainer-teacher-learner, strive to play a leadership role within your organization.
  • Reach learners who are new to tech tools by using peers as instructor/facilitators rather than always relying on those seen as “techies,” e.g., members of the organization’s IT staff.
  • Connect learners with learning opportunities by making information about training sessions clear and accessible.
  • Be sure that training sessions support organizational goals and objects so learners are effectively served by the learning opportunities they accept.
  • Provide clear, concise, and measurable learning objectives so managers and learners know what to expect and so that we have the framework to conduct successful and meaningful evaluations after learners return to their worksites and begin using what they learn.
  • Recognize that learners best absorb new information in relatively brief chunks—generally no more than 10 minutes in duration, although there is quite a bit of disagreement among trainer-teacher-learners on this topic—and offer learners frequent opportunities to apply what they are learning.
  • Incorporate playfulness into learning to decrease stress (which limits a learner’s ability to absorb new information) and to make the learning experience memorable, e.g., offer “sit and play” sessions where new learners become comfortable by actually using the tech devices they are going to use in their workplace.
  • Create online sandboxes for learners—spaces where they can find tools and resources they want to try and master.
  • To be sure learners use what they learn, create clear tools and avenues for accountability.
  • Use evaluation models including Donald Kirkpatrick’s four levels of learning evaluation and Jack Phillip’s model for Return on Investment in Training and Performance Improvement Programs.

There was, of course, much more to the session than can be captured in a relatively brief summary—including the idea that some of the best learning occurring yesterday came from the realization that people from small training units are far from alone when they turn to their own communities of learning, including the ALA Learning Round Table.


ALA Annual Conference 2012: Learning, Leading, Engaging, and Transforming

June 23, 2012

If you were in the right room but weren’t paying attention yesterday at the American Library Association (ALA) Annual Conference here in Anaheim, you easily could have missed one of the best examples I’ve ever seen of experiential and transformative learning and leadership in action.

The set-up was simple. Members of ALA staff, along with members of ALA’s Training, Orientation, and Leadership Development Committee (TOLD) and incoming ALA president Maureen Sullivan, worked together seamlessly to deliver the association’s annual orientation session for volunteers who will be serving as chairs of ALA committees for the next 12 months. The traditional set-up for the session, according to those familiar with it, has been for the incoming president to offer a few words of welcome and then leave others to conduct the session.

Sullivan, as the association’s lead volunteer for 2012-2013, suggested a different model for this year’s offering. And program organizers immediately agreed, she noted at the beginning of the session as an example of how change can sometimes easily be implemented. The standard “orientation” became a “strategic leadership meeting.” We were active participants in determining how we all will work together and with others during the next 12 months. And, by time we left that room three and a half hours later, we had not only become familiar with what was expected of each of us as volunteers, leaders, and potential facilitators of change within an association we very much love and admire, we had been reminded by a master trainer-leader-consultant/change agent that the first step in being effective is believing that we can be effective in the roles we choose to play.

Because I’ve known Sullivan for several years and have had a few opportunities to work with her and see her in action, I wasn’t surprised by any of this. When she facilitated a two-day conference for students who had not yet completed their graduate-level work to enter the library workforce, she completely inspired those participants—and her work has paid off as we’ve seen several of those conference attendees begin working their way into management positions with libraries across the country. And when I was struggling with a less-than-satisfying educational experience, Sullivan was there not only as a willing and sympathetic set of ears, she was among a small and cherished group of people who helped me find a way to turn a bad situation into something full of potential—and tremendous results.

So as I sat with other incoming ALA committee chairs yesterday; was engaged by the energy, dedication, and inspiration that Sullivan, author-consultant-presenter Eli Mina (101 Boardroom Problems [and How to Solve Them]) provided; and saw how my volunteer efforts might effectively make a difference in further supporting ALA and all it serves, I realized how lucky I was to be in that particular windowless room—with the most spectacular view of what a few involved people can accomplish under the tutelage of a trainer-leader-consultant who sets the best example possible through her own efforts as an association volunteer.

Others may have been enjoying quality time by a pool. Or preparing to visit the conference exhibits hall. Or tweeting wonderful (or snarky) observations about the conference. Or frantically trying to decide which sessions they wanted to attend and which ones they reluctantly will miss. Or trying to acquire another ribbon to attach to their conference badges. And I have to admit I hope to make time for all of those activities myself.

But being in that room, with that group of people, with that level of inspiration, reminded me once again of the absolute pleasures and rewards we find through volunteering to support those causes that appeal to us. We all know that it’s easy to make commitments. Set high standards and goals for ourselves, and encourage others to set high standards and goals they believe they too can achieve. And then, with the best of intentions, return to our day-to-day work and lose sight of the essential elements of what we set out to do. This, however, is an opportunity where I don’t think that’s going to happen.

It’s completely possible that the association will, a year from now, look exactly as it does today; and the average member will continue to pay dues, attend conferences, complain about bureaucracy, and wonder why nothing ever changes. But those of us inspired by Sullivan certainly hope that won’t be the case. And if we’re effective in reaching out to foster an even greater sense of engagement than already exists within ALA—remembering to listen and to act—we may actually have a report card well worth taking home when the time for our final exam as learner-leader/change agents is administered a year from now.

N.B.: Sharon Morris and I, on Sunday, June 24, 2012, will be facilitating a 90-minute workshop on how to engage workplace learners and others in libraries. The session, under the auspices of the ALA Learning Round Table, begins at 10:30 am at the ALA Annual Conference here in Anaheim, in Convention Center Room 203B. Hope you’ll join us for what promises to be an engaging discussion.


Trainers as Leaders: Spontaneity, Learning, and Leadership

July 12, 2011

A colleague once suggested that trainer-teacher-learners need to be careful that they don’t lose control of their learning environments and “let the inmates run the asylum.”

Co-facilitating the second meeting of the ASTD (American Society for Training & Development) Trainers as Business Leaders @Mt.Diablo ASTD special interest group with Diane Fleck last month helped me realize that there are times when the “asylum” does very well with the collaboration of the “inmates.”

Members of that rapidly-growing training and leadership group—which is sponsored by the ASTD Mount Diablo Chapter and is open free of charge to workplace learning and performance professionals throughout the San Francisco Bay Area—began our June meeting with a broad-based discussion of the characteristics and behavioral patterns we observe in great leaders. The comments captured much of what comes out of any discussion on leadership: a willingness to give associates autonomy to make decisions; an ability to inspire others and display the sense of inner authority that inspires trust; an ability to connect with and bring out the best abilities in the people being led; knowing how and when to listen; and a willingness to engage in the decision-making process to shape those decisions.

What happened next was far from routine. Group and chapter member Steven Cerri built upon the conversation by describing a workshop exercise he often facilitates to help others become comfortable with themselves so they are more comfortable and effective in leading others. The exercise came out of neuroscientific and neuro-linguistic programming ideas about connections between mindset and physiology.

“There are actually ways you can affect the physiology and change the mindset,” Steven explained. What he does with his learners, he continued, is designed to help us quickly achieve “that comfortable state where you have the sense that you’re moving through the world comfortably, and, in that state, you have much more access to your full capability. Imagine what it would be like to act as a leader from that state. Once you get this really nailed down, you can access it no matter where you are. It’s just that ability to notice. Why not move that way through the world? Why pick anything else?”

Which, of course, raised the obvious question: “Can you run us through that exercise now?”  And which then produced a much-appreciated response: Steven’s agreement to do exactly that in what was a beautifully effective spur-of-the-moment example of delivering just-in-time learning to a group of his own peers.

What Steven did, in the space of a few minutes, was to encourage his eight peers to sit in comfortable positions, relax, and quietly observe what was contributing to that state of being in the world comfortably. Noting our own individual positions—whether we were sitting forward or leaning back, for example. And then thinking about how we might quickly slip into that physical posture at moments when we most needed that sense of being centered to respond to the needs of those we are leading.

The learning continued as we debriefed the experience to note what Steven had produced among all of us: an increased ability to observe ourselves in ways we rarely do; an appreciation for the already strong spirit of cohesiveness among members of the group that made it possible for us to fully engage, spontaneously, in the learning opportunity Steven provided; and an awareness of the strength of this group of leaders in development—our willingness to work as peers in ways that quickly move us from theoretical to practical and personal engagement in whatever topic we are exploring.

“Really effective leaders know how to adjust in real time to what is going on in the room,” Steven observed as the conversation was drawing to a close, and there’s no doubt in my mind that the example he provided will be one that sticks with us and serves us well in the months and years to come.

N.B.—This is the second in an ongoing series about the ASTD Mount Diablo Chapter Trainers as Business Leaders group; for information about upcoming meetings, please visit the Chapter website at http://mtdiabloastd.org.


Trainers as Leaders: Thoughts, Words, Actions, and Congruence

June 16, 2011

“Congruence,” the contributors to Wikipedia remind us, “is the state achieved by coming together, the state of agreement,” and that proved to be a tremendously fruitful theme to explore at the initial meeting of Trainers as Business Leaders @Mt. Diablo ASTD recently.

The Trainers as Business Leaders special interest group, sponsored by one of the two remaining chapters of ASTD (American Society for Training & Development) here in the San Francisco Bay Area—there are nearly 130 chapters across the United States—is built upon a firm foundation of helping Chapter members and supporters develop and hone their leadership skills in ways that serve the larger workplace learning and performance community.

And while our initial discussion around the importance of congruence in leadership may not have resulted in complete agreement—after all, have any of us ever seen a group of trainers engage in a conversation where the resulting product was complete agreement?—the exchanges did produce immediate results.

The small group of initial members agreed to hold monthly rather than quarterly meetings. The broad-based discussion around the role trainers play as leaders within the organizations we serve created a short list of books that we expressed interest in exploring on themes of leadership, collaboration, and even Neuro-Linguistic Programming. (Titles included Lead with LUV, by Ken Blanchard; NLP [Neuro-Linguistic Programming] at Work: The Difference that Makes a Difference at Work, by Sue Knight; and Thinking for a Change, by John Maxwell.) Participants walked away with a short list of ideas they could use in their own workplaces the day after that initial meeting took place. And participants even used a challenging situation one attendee summarized as a case study in how effective leaders might find creative and positive solutions to vexing workplace problems.

What felt most promising about this gathering of workplace learning and performance professionals exploring and sharing thoughts and proposed actions on leadership was the way these current and prospective leaders modeled the very behavior they were promoting. One participant’s suggestion that “if you are defending a position, you are not hearing another one” reflected the overall openness of group members to exchanging ideas without displaying any inclination to debating those thoughts to score points at a colleague’s expense.

The suggestion that “sometimes you don’t want to shut down people that you think are wrong” continued that theme of inspiring positive actions through collaboration rather than complete reliance on confrontation, and there wasn’t a word uttered during the 90-minute session that would have led to those with conflicting points of view hindering the conversation that took place.

And the theme of seeking congruence between ourselves and the situations in which we work not only served as a foundation for positive interactions among the group’s members, but also became one of the themes that members proposed to explore within their own workplace settings in the days and weeks that followed that initial meeting.

As the discussion drew to a close, individual group members listed some of the actions they would take as a result of their participation in the Trainers as Business Leaders group: working toward establishing congruence within their own work settings; striving to remain in “investigative mode” by listening rather than simply diving in with solutions for each workplace challenge they encounter; seeking to find a few advocates for positive change within their organizations rather than being overwhelmed by the amount of opposition change sometimes inspires; and “putting ourselves in the shoes of the executives instead of acting from our own agendas.”

All of which suggests that members of this dynamic group of trainer-teacher-learners are well on the way to creating wonderful learning opportunities for a larger set of colleagues while modeling the behavior they are promoting.

N.B.—This is the first in an ongoing series about the ASTD Mount Diablo Chapter Trainers as Business Leaders group. Information about upcoming monthly meetings is available on the ASTD Mount Diablo Chapter website at http://mtdiabloastd.org.


Training Trends, Learning Outcomes, and Setting More Productive Goals

February 10, 2011

When we look at trends and predictions for workplace learning and performance (training) in pieces such as Training Industry, Inc. CEO and Founder Doug Harward’s recent article posted on TrainingIndustry.com, we find an intriguing combination of potentially positive changes and misdirected attention.

The positive elements include predictions that “total spending for training services” will increase by seven to nine percent in 2011; “the role of the learning leader” in organizations is changing for the better; “learning technologies are becoming social, collaborative, and virtual”; and “learning content will be transformed for easier consumption”—situations many of us have already been seeing or can, without too much thought, accept as likely.

Sources including the ASTD (American Society for Training & Development) “2010 State of the Industry Report” confirm that training remains a well funded industry in some ways even though many of us note and lament reductions in training budgets: “U.S. organizations spent $125.88 billion on employee learning and development  in 2009” (p. 5)—the year during which the data in the 2010 report was gathered. The eLearning Guild’s “Getting Started with e-Learning 2.0” and co-writers Tony Bingham and Marcia Conner, in their book The New Social Learning: A Guide to Transforming Organizations Through Social Media, provide support for the idea that social media tools are already making a positive difference in fostering learner-centric training. And interviews that Lori Reed and I conducted for our forthcoming book on trainers as leaders (Workplace Learning & Leadership) document the increasingly important roles workplace learning and performance professionals are assuming in developing, delivering, and evaluating effective learning opportunities.

One particularly interesting assertion among Harward’s predictions is that learning leaders are becoming solutions architects or learning architects—“someone who designs innovative approaches for employees to access knowledge, when they need it, in relevant chunks, no matter where they are.” This, he suggests, moves them/us closer to the role of consultant—a role which trainer-consultants including Peter Block (Flawless Consulting) and the late Gordon and Ronald Lippitt (The Consulting Process in Action—particularly Chapter 6) have abundantly described in their own work when they write of internal and external consultants (long-term employees as opposed to those hired for well defined projects with specific beginning and end points).

As was the case with Training Industry, Inc.’s report on “How to Promote the Value of Online Training Within Your Organization,” however, there is a bit of myopia among the predictions. The proposal that “metrics for learning will be based on content access, view, involvement, and downloads” rather than “how many students attended a program” doesn’t appear to provide a significant and positive change; furthermore, it ignores the larger issue to be addressed: is all this workplace learning leading to positive change for learners, organizations, and the customers and clients they serve? The unfortunate answer, as documented elsewhere, is an emphatic “no.”

More importantly, this proposed shift in focus misses the larger mark because it still makes no attempt to engage in the levels of assessment suggested in Donald Kirkpatrick’s Four Levels™ Evaluation Model, Robert Binkerhoff’s Telling Training’s Story: Evaluation Made Simple, Credible, and Effective, or Calhoun Wick, Roy Pollock, Andrew Jefferson, and Richard Flanagan’s The Six Disciplines of Breakthrough Learning: How to Turn Training and Development Into Business Results—those measurements of workplace learning and performance’s real results in terms of positive change.

There is much to admire in what Hayward writes. There is also obviously much room for seeking trends that, in his words, “will reshape the training industry” in a significant and sustainable way. All we have to do is keep our attention on the learners and those they serve. And set even more productive, measurable goals.


When Trainers Lead: Drawing From the Past to Build the Future

August 19, 2010

A magnificent—and not unexpected—success story is continuing to develop for the trainers-as-leaders at the ASTD Mt. Diablo Chapter in San Francisco’s East Bay Area: long-missing colleagues, including former members of the Chapter Board, are continuing to return to the organization after months or years of absence. More importantly, they are quickly becoming re-engaged in the organization’s growth and sustainability and are offering much needed skills.

Some are becoming formal business partners. Others are considering new volunteer non-Board roles in support of initiatives like special interest groups to serve members’ and prospective members’ professional development and workplace learning and performance needs. And still others are simply being drawn back to the Chapter’s monthly meetings because of the learning opportunities offered by guest speakers at those events.

As noted in earlier articles, this 80-person chapter of the 40,000-member national/international organization (the American Society for Training & Development) with more than 130 chapters in the United States and more than 30 international partners, was near collapse three years ago. A few dedicated Board and non-Board members refused to let it go under, and their (our) efforts have helped to bring it back to its position as a well focused, structurally sound, vital, vibrant, and sustainable community of learners in a heavily populated part of the San Francisco Bay Area.

The rewards to the Chapter and its supporters are obvious. Our members go far beyond the usual pay-your-dues-and-run sort of relationship often maintained within organizations. They bring a level of engagement which shapes and nurtures the sort of third place—community meeting place—described by Ray Oldenburg in The Great Good Place and the complementary fourth place—a community gathering place for social learning—that several of us are just beginning to define and promote.

Our still-evolving vision of business partners through our Chapter Community Involvement process builds upon existing strengths instead of attempting to create something from scratch through cold calls with those who are completely unfamiliar with what we do and offer. Those business partnerships are a real point of pride for us and serve as an easy model for others to pursue. They begin with us looking at resources far-too-long ignored: Diane Fleck, a former Chapter Board president who became inactive in the Chapter after successfully establishing a business through the contacts she developed via ASTD—not her fault that she fell away, mind you; it happened because the Chapter no longer worked to be an important part of what she needed. That’s a chilling warning for those who don’t know that they’ve got till it’s gone.

Lynda McDaniel, our second business partner, came as naturally as the first: she is a Chapter member with tremendous writing and outreach skills—which she is willing to use on our behalf in exchange for the additional visibility it creates for her. Again, everyone wins. And our latest partners, Steven “Shags” Shagrin and Thornton Prayer through The Networking Lounge, are two consultants who have offered invaluable pro bono organizational development support at critical times in the Chapter’s growth; by acknowledging what they have done in ways that bring them visibility, we’ve nurtured another important relationship while gaining additional resources—including free meeting space—at a time when the number of activities we are scheduling is increasing and free meeting space will be critically important to the success of those events.

So here we are, a small and growing community of learners creating a fourth place for those who want and need it. And all that is needed—how strange and encouraging that what once seemed so daunting now is almost casually dismissed with the phrase “all that is needed”—by anyone wanting to build from this example is a core group of dedicated members who would not and will not give up something that they value; a shared vision which evolves to meet the community’s needs; and a willingness to cherish past resources in ways that re-engage them in the present and the future.


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